Altus Wealth Management, LLC Ishares Tr Transaction History

Altus Wealth Management, LLC

  • $213 Million
  • Q1 2025

A detailed history of Altus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Altus Wealth Management, LLC holds 113,581 shares of IEO stock, worth $9.22 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
113,581
Previous 107,507 5.65%
Holding current value
$9.22 Million
Previous $9.64 Million 11.49%
% of portfolio
5.04%
Previous 4.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$86.02 - $99.13 $522,485 - $602,115
6,074 Added 5.65%
113,581 $10.7 Million
Q4 2024

Jan 22, 2025
BUY
$85.22 - $101.77 $310,882 - $371,256
3,648 Added 3.51%
107,507 $9.64 Million
Q3 2024

Oct 17, 2024
BUY
$88.52 - $101.16 $91,441 - $104,498
1,033 Added 1.0%
103,859 $9.5 Million
Q2 2024

Jul 19, 2024
BUY
$96.41 - $111.94 $9.91 Million - $11.5 Million
102,826 New
102,826 $10.2 Million

Others Institutions Holding IEO

# of Institutions
175
Shares Held
2.64M
Call Options Held
24.9K
Put Options Held
47.7K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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